Welcome to our dedicated page for H2O AMERICA SEC filings (Ticker: HTO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
H2O America filings document the reporting obligations of an operating water and wastewater utility holding company. The company’s Form 8-K disclosures cover operating and financial results, material agreements, capital-structure actions, forward sale agreements tied to common stock offerings, and amendments to credit arrangements involving H2O America and its utility subsidiaries.
Proxy materials describe board composition, director elections, executive compensation, shareholder voting matters, and governance practices. The filing record also documents leadership and board-transition disclosures, financing terms, exhibit filings, and risk or capital-allocation disclosures connected to the company’s water utility and utility-related services business.
H2O AMERICA (ticker HTO) is the issuer for which Atlas Infrastructure Partners (UK) Ltd. and GIP ATLAS Holdings Ltd filed an amended insider report stating they have no beneficial ownership of the company’s common stock. They cite an exemption under Rule 16a-1(a)(1) of the Exchange Act, noting that any shares handled by the adviser are held solely for the benefit of third-party investors and that GIP ATLAS Holdings Ltd does not exercise investment discretion. As a result, these parties state they were not obligated to make a Form 4 filing under Section 16(a), and that transactions previously reported are not matchable under Section 16(b).
H2O AMERICA (HTO) received an amended insider report in which Atlas Infrastructure Partners (UK) Ltd. and GIP ATLAS Holdings Ltd state they are not beneficial owners of HTO common stock under an exemption in Rule 16a-1(a)(1). Any HTO shares held by Atlas are described as being for the benefit of third-party investors, and GIP ATLAS Holdings Ltd is identified as Atlas’s sole owner without investment discretion. The amendment explains that, as a result, these parties were not obligated to file a Form 4 under Section 16(a) and that the previously reported transactions are not matchable under Section 16(b).
H2O AMERICA (HTO) is the issuer referenced in an amended insider ownership report. The amendment states that ATLAS Infrastructure Partners (UK) Ltd. and GIP ATLAS Holdings Ltd do not have, and did not have at any time, beneficial ownership of H2O AMERICA common stock under the Rule 16a-1(a)(1) exemption. Any shares held by the adviser are for third-party investors, and the firms indicate they were not required to file the original Form 4 and that the previously reported transactions are not matchable under Section 16(b) of the Exchange Act.
H2O AMERICA (HTO) is the issuer, and this amended insider report explains that ATLAS Infrastructure Partners (UK) Ltd., a registered investment adviser, and its parent GIP ATLAS Holdings Ltd. state they do not have beneficial ownership of HTO common stock under Rule 16a-1(a)(1)(v).
The adviser explains that any HTO shares it holds are for the benefit of third-party investors, not for itself, and it did not acquire shares to influence control or engage in arrangements covered by Rule 13d-3(b). As a result, the reporting persons indicate they were not required to file a Form 4 under Section 16(a) and that transactions previously reported on that Form 4 are not matchable under Section 16(b).
H2O AMERICA (HTO) is identified as the issuer, while ATLAS Infrastructure Partners (UK) Ltd. and GIP ATLAS Holdings Ltd report that an earlier Form 3 has been withdrawn. They state they are not, and have never been, 10% owners of HTO under an exemption in Rule 16a-1(a)(1). The reporting person, an investment adviser registered under Section 203 of the Investment Advisers Act of 1940, indicates it does not have beneficial ownership of HTO common stock under Rule 16a-1(a)(1)(v), and that any shares it holds are for the benefit of third‑party investors and not for changing or influencing control, consistent with Rule 13d-3(b).
H2O America (HTO) has an updated ownership report from ATLAS Infrastructure Partners (UK) Ltd. and its parent GIP Atlas Holdings Limited. The filers report beneficial ownership of 4,615,265 shares of H2O America common stock, representing 11.03% of the outstanding class. All of these shares are reported with shared voting and shared dispositive power, with no sole voting or dispositive authority. The amendment states that it is being filed to correct the filers’ prior designation under Rule 13d‑1 in an original Schedule 13G and a previous amendment.
H2O America officer Megan Mattern, CAO, PAO and Controller, reported a tax-withholding disposition of 1,154 shares of Common Stock on July 30, 2026. These shares were withheld by the issuer at $61.97 per share to satisfy withholding taxes triggered by the vesting of previously granted RSUs. After this event, she holds 3,052 shares of Common Stock and 10,579 RSU-based shares that will vest and become issuable under their terms, reflecting a total equity-based interest of 13,631 shares.
BlackRock, Inc. reports its beneficial ownership of common stock of H2O AMERICA on an amended Schedule 13G. BlackRock and its reporting business units beneficially own 6,612,895 shares of common stock, representing 15.8% of the outstanding class.
BlackRock has sole voting power over 6,531,037 shares and sole dispositive power over 6,612,895 shares, with no shared voting or dispositive power. One such person, iShares Core S&P Small-Cap ETF, holds an interest in more than five percent of H2O AMERICA’s outstanding common stock.
H2O America reported second quarter 2026 operating revenue of $210.5 million, up from $198.3 million a year earlier. GAAP net income was $26.6 million and diluted EPS was $0.62, while adjusted net income was $30.7 million and adjusted diluted EPS was $0.72. Year-to-date revenue reached $393.8 million with GAAP net income of $45.6 million and adjusted net income of $50.1 million; EPS declined as a higher share count from equity issuance more than offset profit growth.
The company invested $206.9 million in infrastructure in the first half of 2026 and plans $483 million of 2026 capital spending and $2.7 billion over 2026–2030. Management reaffirmed standalone 2026 adjusted diluted EPS guidance of $3.08–$3.18 and a long-term 6–8% adjusted EPS CAGR. The pending $540 million Quadvest acquisition advanced after Texas regulators’ staff recommended proceeding without a hearing, with closing anticipated around late third or early fourth quarter 2026. The board declared a quarterly dividend of $0.44 per share, equivalent to $1.76 on an annualized basis.